With the knowledge that comes with more than 36 years of experience in the financial services industry, Robert helps investors navigate the myriad of available investment options with quality service and a personal commitment.
From financial planning to comprehensive portfolio management, Robert recommendations are made based on the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals with as much certainty, and lower risk, as possible.
At Raymond James, Robert has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.